Peltoma Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Peltoma Capital Partners serves individuals — including high-net-worth clients — as well as corporations and other business entities, offering wealth management, investment management, financial planning, tax planning, and retirement plan consulting. The firm operates on a fee-only basis and provides both ongoing and project-based planning engagements alongside discretionary portfolio management.
The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory and a mix of passive and active strategies, with portfolios tailored to clients’ stated objectives, risk tolerance, and time horizon; socially responsible (ESG) approaches are available on request. PCP typically manages accounts on a discretionary basis, provides ongoing monitoring and written financial plans, and uses third-party custodians for trade execution and reporting.
Distinctive elements include an institutional service profile uncommon for similar-sized supported firms: PCP advises employer plan sponsors and maintains an “institutional treasury management” fee schedule in addition to serving individual clients. The advisory team includes a CFA charterholder and multiple CFP® professionals, the firm is strictly fee-only (no commission or performance-based compensation), and it does not vote client proxies, leaving that responsibility to clients.
Client services
Expertise
Occupation focus
Fee options
Annual flat fee for Wealth Management Services between $8,000 and $18,000 for clients with up to $1,000,000 in assets; Retirement Plan Consulting flat fee ranges from $6,000 to $50,000 (negotiable).
$0 - $10,000,000: 0.50% $10,000,001+: 0.25%
Hourly rate starts at $500 for Project-Based Financial Planning; fees negotiable.
Minimum fee: Minimum quarterly fee of $2,000 for Wealth Management Services and Standalone Investment Management Services Fee-only: Firm is fee-only; only compensated by client fees, no commissions received.
Main office
Austin TX
Advisors at this office
3
Most active in
California · Montana · North Carolina · Oregon · Texas · Virginia
Also doing business as
Peltoma Capital Partners · Peltoma Capital Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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